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設定適用於金融服務的 Tableau Next Analytics 顯示面板
安裝 Tableau Next 分析顯示面板,為零售銀行業者提供全方位且資料驅動的檢視,協助提供個人化且流暢的 Retail Banking 體驗。這些強大的預先建置顯示面板會顯示主要績效領域的可採取行動洞察,包括 Customer 360 設定檔、存款趨勢、商機產生、推薦來源和分行活動最佳化。透過統一此資料,銀行業者可以推動個人化參與策略、提升服務效率,並加深用戶關係。

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安裝 Tableau Next 分析顯示面板,為零售銀行業者提供全方位且資料驅動的檢視,協助提供個人化且流暢的 Retail Banking 體驗。這些強大的預先建置顯示面板會顯示主要績效領域的可採取行動洞察,包括 Customer 360 設定檔、存款趨勢、商機產生、推薦來源和分行活動最佳化。透過統一此資料,銀行業者可以推動個人化參與策略、提升服務效率,並加深用戶關係。
| 提供版本:Lightning Experience |
| 提供版本:具備 Agentforce for Financial Services Cloud 附加元件授權的 Enterprise、Performance 及 Unlimited Edition。 |
| 所需的使用者權限 | |
|---|---|
| 若要使用 Tableau Next Analytics for Financial Services 顯示面板: | Tableau Next Limited 消費者 |
| 若要管理 Data 360: | Data Cloud 結構設計師 |

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